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We manage the investment process, but not the assets.
Guided by First Republic Bank's philosophy of providing personalized service, First Republic Trust Company developed the open architecture concept for investment management to cater to each clients' unique financial goals. Using this approach, we work with our clients to develop the investment objective of the Trust and then delegate the daily management of the trust portfolio to a third party investment advisor.
First Republic Trust Company engages the services of premier investment counseling firms. These firms are pre-qualified through a due diligence process to ensure that they meet First Republic's standards for investment competence and integrity, among others. However, while we have accepted certain independent Registered Investment Advisory firms, we welcome other advisors, especially those with whom our clients have had years of experience or have ongoing relationships. When selecting an investment advisor, we carefully consider the firm's compatibility and their ability to serve the best interests of our clients. To ensure that financial goals for the trust are met, we work closely with the advisors and evaluate investment results against established goals and benchmarks.
This approach gives us access to a variety of different investment management styles and resources that are effective under different scenarios. Ultimately, this benefits our clients as their needs and goals are matched with the investment style that has the greatest potential to protect their wealth.
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